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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,027 | $167,353-36.6% | $143,797-26.3% | $134,545-21.2% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -20.83% | 0.48%-21.3pp | -0.04%-20.8pp | 418.37%-439.2pp |
| Employer contribution / active EE | $521 | $5,620-90.7% | $4,952-89.5% | $4,742-89.0% |
| Participant deferral / active EE | $6,500 | $6,447+0.8% | $5,638+15.3% | $6,401+1.5% |
| Admin fee / account holder | $347 | $18,096-98.1% | $14,679-97.6% | $11,431-97.0% |